Both in Packaged Software

AppFolio vs Dropbox

Over the past year APPF returned −14.3% and DBX returned +20.0%; their daily moves had a correlation of 0.53.

APPF −14.3% DBX +20.0%Growth of $1, one year, split-adjusted
MetricAPPFDBX
Price$224.86$35.64
Market cap$7.97B$7.75B
Today+5.44%−1.68%
1 month+10.8%+5.1%
6 months+29.5%+42.1%
Year to date−3.3%+28.2%
1 year−4.6%+23.9%
Revenue growth (YoY)+18.6%+0.9%
Gross margin62.6%80.2%
Net margin15.5%15.2%
P/E (TTM)46.9×17.5×
Price / sales7.3×3.1×
Net cash$307.3M-$2.47B
Dividend yield——
Volatility (60d)44.4%36.1%
Short % of float11.4%16.3%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).